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Advanced Energy
AEIS

Overview Fund Activity

319 hedge funds and large institutions have $4.73B invested in Advanced Energy in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 106 reducing their positions, and 38 closing their positions.

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
123
Reduced
106
Closed
38
Calls
$6.31M
Puts
$21.6M
Net Calls
-$15.3M
Net Calls Change
-$5.47M

Top Buyers

1
SPPAM
1
Summit Partners Public Asset Management
Massachusetts
$71.5M
2
Norges Bank
2
Norges Bank
Norway
$68.9M
3
SAM
3
Silvercrest Asset Management
New York
$58.4M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$120M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$458M
2
Ameriprise
2
Ameriprise
Minnesota
$270M
3
BAMCO Inc
3
BAMCO Inc
New York
$42.1M
4
GC
4
Guggenheim Capital
Illinois
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$28M
Name Market Value Shares Shares
Change 		Shares
Change %
IIC
176
Integrated Investment Consultants
Michigan
$531K 4,594 +100 +2%
LJAC
177
L.J. Altfest & Co
New York
$530K 4,586 +2,464 +116%
VPIM
178
Vanguard Personalized Indexing Management
California
$520K 4,493 +299 +7%
TPI
179
Trust Point Inc
Wisconsin
$516K 4,463 -3,475 -44%
EGM
180
Engineers Gate Manager
New York
$515K 4,458 -5,243 -54%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$515K 4,452 – –
P
182
Pitcairn
Pennsylvania
$499K 4,312 +26 +0.6%
ADIM
183
Alpha DNA Investment Management
Maryland
$487K 4,208 +4,208 New
PEAK6
184
PEAK6
Illinois
$476K 4,116 +4,116 New
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
$474K 4,100 +3,300 +413%
FCH
186
Freestone Capital Holdings
Washington
$457K 3,955 – –
AIP
187
Ameritas Investment Partners
Nebraska
$453K 3,916 +124 +3%
PAS
188
Park Avenue Securities
New York
$446K 3,853 +580 +18%
NIM
189
NEOS Investment Management
Connecticut
$437K 3,780 +3,780 New
EI
190
Ethic Inc
New York
$419K 3,624 -299 -8%
Osaic Holdings
191
Osaic Holdings
Arizona
$412K 3,562 +25 +0.7%
TE
192
Tema ETFs
New York
$408K 3,528 +3,528 New
State of Wisconsin Investment Board
193
State of Wisconsin Investment Board
Wisconsin
$407K 3,521 +365 +12%
CWM
194
CIBC World Markets
New York
$405K 3,502 +3,502 New
II
195
Inspire Investing
Idaho
$399K 3,454 -451 -12%
Cerity Partners
196
Cerity Partners
New York
$398K 3,551 -597 -14%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$392K 3,392 +8 +0.2%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$382K 3,300 -598 -15%
CB
199
Commerce Bank
Missouri
$382K 3,300 -27 -0.8%
ECM
200
Everence Capital Management
Indiana
$380K 3,290 -3,000 -48%
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